Before you start adding clients, visit the Invoicing tab of your user profile to configure the invoicing defaults that should be applied to them.


  1. Add your own brand to your invoices by uploading your logo (250 X 100 max):

  2. Set your default terms and due dates, and include your default one-click payment link (if you have one) to make it easier for clients to pay :

  3. If the laws of your region require it, configure your tax settings and labels:

  4. Configure your invoice remittance address to make physical payments easier for your clients:

  5. If you plan on accepting invoice payments from Clients, configure your Payment Processors.

    Please visit Configure Your Payment Processors for detailed payment processor instructions.